Buying (Premium)

We added a new name to the portfolio. We see a tech company entering a new growth phase fueled by both regional uptake and a new medium. At the same time, there is a profit inflection, so we will see expanding margins over the coming quarters.

Premium subscribers received the name, the price, and the position size. The full reasoning goes out in an upcoming deep dive or memo.

Portfolio transactions are sent to premium subscribers in real time. Click here to upgrade to Premium.